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Matt-Man

Matt-Man
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  • Asian Growth Sends Strong Bull Message For Apple [View article]
    4% is about 54million people, about 1/4 of yearly iPhone sales.
    Sep 14 08:36 PM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    Having 20nm SoC that inherently has lower power consumption will allow reasonable battery sizer with long usage time. But as iPhone6 really competes with iPhone 5s, improvements are exactly what was most expected.
    Sep 14 08:30 PM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    bigger screen and bigger battery, noteworthy with those alone.
    5.5" sold out in all markets
    Sep 13 09:10 PM | 4 Likes Like |Link to Comment
  • iPhone 6 Plus pre-orders sold out, smaller iPhone 6 still shipping on schedule [View news story]
    4.7" model seems to be sold out in HK and Singapore, Germany and France sites out of 5.5", some model combinations of 4.7" also getting delay
    Sep 13 09:07 PM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    Same in Singapore, first 6+ was sold out, bit later also model 6 on all colours and memory configs
    Sep 13 02:21 AM | 9 Likes Like |Link to Comment
  • iPhone 6 Plus pre-orders sold out, smaller iPhone 6 still shipping on schedule [View news story]
    Not sure about 8-10$ per device, AAPL did pay significant amount after agreement to Nokia. Actual patents still belong to Nokia. Nokia licensed patents for MS for next 10 years
    Sep 12 12:12 PM | 2 Likes Like |Link to Comment
  • A 12.9-Inch iPad? Why Doesn't Apple Make A Touch Screen Notebook? [View article]
    Bluetooth keyboard works today, adding bluetooth mouse is quite trivial. Likely to be seen with iPad 'Pro'
    Aug 27 08:59 AM | 1 Like Like |Link to Comment
  • Why Gilead Is The Most Exciting Growth Opportunity In 2014 [View article]
    Tell your brother to buy Roche, they are getting a deal with that investment
    Aug 16 02:10 AM | 2 Likes Like |Link to Comment
  • OmniVision receives "non-binding" buyout offer [View news story]
    I was expecting close to 29$ just because of iPhone6. OVTI is full of cash
    Aug 14 12:14 PM | Likes Like |Link to Comment
  • Apple: A Reversal Of Fortune Seems Inevitable [View article]
    In long term one that is successful on software will have a financial success as well.
    Apple and Google are in position to enjoy software and content sales for long term.

    Android HW manufacturers enjoy only 0-10% net margins in a cut throat market without any software sales. Mobilephone market closes to old PC market.
    Would you invest on Dell or in Microsoft, margin development will be similar.

    Not worried about Apple, best is yet to come.
    Aug 9 04:52 AM | 6 Likes Like |Link to Comment
  • Choosing The Best Funds In Retirement [View article]
    IDV shares are without commission on Fidelity
    Aug 8 05:02 AM | 2 Likes Like |Link to Comment
  • After China's Government Bans Purchases Of Apple Devices, Is BlackBerry In Catbird Seat? [View article]
    Sure, governments are biggest Apple customers?
    Aug 7 07:23 AM | 4 Likes Like |Link to Comment
  • Coach higher after avoiding worst-case scenario [View news story]
    How much money Coach lost? Or was it only people with shorts losing today?
    Aug 5 08:25 AM | Likes Like |Link to Comment
  • Will Android Benefit From Samsung's Woes? [View article]
    Number of sold Android devices does not directly correlate to Googles earnings. Biggest Android vendor having difficulties on profitability is concerning for ecosystem as a whole. Especially when same time they tell that they stopped royalty payments to Microsoft some time ago
    Aug 4 04:24 AM | 2 Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    When all high margin parts of the sales are controlled by Google I fail to see how another Android vendor has anything to challenge Apple.

    Wake me when contender has their own app store, iTunes, seamless connectivity with personal computers, premium status that makes consumers to pay more because they know/think to get more than with other brands.

    Android vendors net margins are between -10% to +15%, without rest of the ecosystem that is where margins will be in future as well.
    Jul 30 01:02 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
523 Comments
446 Likes